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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

892 hedge funds and large institutions have $18.1B invested in SPDR Portfolio S&P 500 Value ETF in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 386 increasing their positions, 294 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
892
Holders Change
+42
Holders Change %
+4.94%
% of All Funds
12.97%
Holding in Top 10
132
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.65%
% of All Funds
1.92%
New
92
Increased
386
Reduced
294
Closed
39
Calls
$14.9M
Puts
$29K
Net Calls
+$14.8M
Net Calls Change
+$2.98M

Top Buyers

1
LPL Financial
LPL Financial
California
$1.75B
2
Financial Engines Advisors
Financial Engines Advisors
California
$3.67B
3
TC
TownSquare Capital
Utah
$172M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$194M
5
TCM
Tradewinds Capital Management
Washington
$28.5M

Top Sellers

1
HI
Horizon Investments
North Carolina
$182M
2
Morgan Stanley
Morgan Stanley
New York
$433M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$202M
4
EWA
ERTS Wealth Advisors
Michigan
$45.7M
5
RIM
Redwood Investment Management
Arizona
$5.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
676
Smithfield Trust
Pennsylvania
$312K – – –
AC
677
Arjuna Capital
North Carolina
$311K +$311K +6,391 New
BFA
678
Bill Few Associates
Pennsylvania
$310K +$89.9K +1,845 +41%
CA
679
Clearstead Advisors
Ohio
$310K +$270K +5,536 +673%
BP
680
Ballentine Partners
Massachusetts
$310K – – –
Manulife (Manufacturers Life Insurance)
681
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$309K -$94.6K -1,940 -23%
FFA
682
Fragasso Financial Advisors
Pennsylvania
$308K -$120K -2,465 -28%
APWA
683
Atlas Private Wealth Advisors
New Jersey
$306K +$306K +6,279 New
MGW
684
MB Generational Wealth
Washington
$304K -$118K -2,413 -28%
KCM
685
KM Capital Management
Texas
$300K +$300K +6,158 New
MCCP
686
Mission Creek Capital Partners
California
$299K -$7.02K -144 -2%
BI
687
Berkeley Inc
Idaho
$298K – – –
LWM
688
Liberty Wealth Management
California
$297K +$297K +6,096 New
SFS
689
Stiles Financial Services
Minnesota
$295K -$2.29K -47 -0.8%
ZF
690
Zega Financial
Florida
$295K -$29.7K -609 -9%
HSA
691
HBK Sorce Advisory
Pennsylvania
$295K -$199K -4,083 -40%
OC
692
Oppenheimer & Co
New York
$292K -$10.5K -215 -3%
MAM
693
MMA Asset Management
Pennsylvania
$290K -$253K -5,193 -47%
KIM
694
Kestra Investment Management
Texas
$290K +$290K +5,951 New
PIA
695
Pinion Investment Advisors
Kansas
$288K – – –
GA
696
GoalVest Advisory
New York
$288K – – –
T
697
Tidemark
California
$284K -$59.1K -1,212 -17%
FCT
698
First Community Trust
Iowa
$283K +$283K +5,804 New
KeyBank National Association
699
KeyBank National Association
Ohio
$279K -$8.53K -175 -3%
SG
700
Sharper & Granite
California
$278K -$48.5K -995 -15%
26 27
28
29 30